Nathan Gilbert
Our Team Approach
Here at Meridian, we often focus on our firm’s structure as a key reason why clients want to work with us: an independent, fee-only fiduciary. We feel that it is the best way to avoid any conflicts of interest and give unbiased guidance. However, one other unique aspect of Meridi
Nathan GilbertMay 6, 2025
Staying Steady Through Uncertainty – A Resource We Found Helpful
Hartford Funds recently put out a great article called The Price of Panic which we found a helpful read. They partner with MIT AgeLab who researches a lot around the psychology of investing and investor behavior. We found it helpful and hope you do too. Download the article. The
Nathan GilbertApr 11, 2025
IRA Eligibility and Deadlines
As the tax filing deadline of April 15th gets ever closer, many savers are looking for last minute tax deductions to reduce their tax bill for the 2024 tax year. And, there may be some things you can still do prior to the filing deadline that might help. Tax Deductible IRA or SEP
Nathan GilbertApr 1, 2025
Short-Term Investment Options in Volatile Markets
Greetings from Meridian, and we hope you are all enjoying some slightly warmer weather wherever you are. In Virginia, it feels like we are turning a corner toward Spring, but we might be in for one more cold snap as per usual. As market volatility increases, so does the temptatio
Nathan GilbertFeb 25, 2025
Understanding Your December 2024 Statement
Happy 2025 y’all! This is my first official blog of the year, and I am starting to prefer the 1-minute video format (the Meridian Market Minute)! There will be one that accompanies this post. Nonetheless, I will write about a topic that has been on some of our clients’ minds rece
Nathan GilbertJan 21, 2025
Top Financial Headlines of 2024
In honor of all of the year-in-review lists that are coming our way as we near the end of the year, we wanted to go over some of the top financial headlines of 2024. While this is not an exhaustive list, it does highlight a lot of what was on investors’ minds. It might not […]
Nathan GilbertDec 20, 2024
Giving Thanks in 2024
While this year seems to have flown by, we wanted to take a moment this Thanksgiving to reflect on what we’re thankful for. From our families to yours, wishing you a very happy Thanksgiving. Sarah Yakel: I’m always thankful for my family and friends, but this year, I’ve been real
Nathan GilbertNov 26, 2024
What Elections Mean for the Markets
Did you hear there was an election coming up? I think I drew the short straw in the rotation of blog writing when I ended up with the investing-in-an-election-year topic. Nonetheless, it is probably the most common question we are getting from clients and prospects right now. Sho
Nathan GilbertOct 29, 2024
Happy Estate Planning Awareness Month!
It seems like anything and everything has a “month” these days. A quick Google search reveals that October is Breast Cancer Awareness Month, Cybersecurity Awareness Month, Polish American Heritage Month, National Learning and Development Month. October also contains World Mental
Nathan GilbertOct 1, 2024
Tax Loss Harvesting – Not as Fancy as It Sounds
Capital gains taxes are a consideration when buying and ultimately selling assets. For this post, we will focus on stocks, but capital gains taxes apply to real estate and other assets as well. Put simply: you buy a stock, it increases in price, and you sell it at a higher price.
Nathan GilbertSep 11, 2024In Light of the Recent Volatility
In light of the recent volatility (aka sharp decline), we thought we would send out a note highlighting some comments from others in our industry that we follow. We like the way they phrase things and the information they put out is always helpful to us. From a great blog from Mi
Nathan GilbertAug 6, 2024
Doing a Midyear Financial Check-in: 8 Steps to Keep Your Finances on Track
Summer is the perfect time for barbecues and beach parties, but it’s also a good opportunity to take the pulse of your saving and spending plan with a midyear financial checkup. With the first half of the year in the rearview mirror, a quick look at your monthly budget can yield
Nathan GilbertJun 18, 2024